Skip to main content
Dashboard Widgets Guide

Here’s your go-to guide for all the awesome widgets on the Appliance.io dashboard!

Website Admin avatar
Written by Website Admin
Updated over a month ago

Your Goals

  1. Optimize Delivery Operations: Assign stops and track delivery progress with ease.

  2. Boost Sales Performance: Motivate your team with leaderboard insights.

  3. Maximize Delivery Efficiency: Manage schedules and capacities like a pro.

  4. Track Key Metrics: Stay on top of sales, profits, and commissions.


Cut Right to the Video! 📹

CLICK HERE!!!!

📦 Delivery Routing

Effortlessly streamline your daily delivery operations!

1. Select the Date 📆

Pick a date with the date picker to check out or tweak your delivery plans!

2. View Drivers and Trucks 🚚

Hit “View Drivers” to check out which drivers are rolling with which trucks today!

It will appear like this:

3. Assign Stops to Trucks 🚛

  • Choose a truck column (like Truck 1 or Truck 2)

  • Simply drag and drop orders into it.

  • Need to shuffle things around? Just drag the tiles to rearrange the stops!

4. Check Estimated Delivery Times 📦

  • Every order comes with its own delivery time slot—like a mini schedule!

  • Shuffle those stops around to make the timing work like a charm.

5. Use Map Integration 🧭

  • “Show Map”: View routes on the map.

From this:

To this:

  • “Hide Map”: Collapse the map when it’s not needed.

From this:

To this:

6. Monitor Stops & Time ⏰

Check out the top of each truck column to spot the total stops and delivery time—it's your key to keeping things perfectly balanced!


Cut Right to the Video! 📹

CLICK HERE!!!

📅 Delivery Schedule

Take Control of Your Delivery Game!

1. Pick Your Delivery Style 📦

Decide how your goodies are delivered—installation or standard, your choice!

preview

2. Explore Delivery Dates 📅

Swipe through upcoming delivery slots like a pro and find the perfect fit.

preview
preview

3. Keep an Eye on Capacity

  • Green Tiles = Your golden ticket (slots are open!).

  • Grey Tiles = Nope, these are locked or unavailable.

  • Red Tiles = Not today, it's full.

4. Switch It Up 🔁

Easily toggle between weekly or monthly views in the top-right corner—your schedule, your rules!


Cut Right to the Video! 📹

CLICK HERE!!!!

🏆 Leaderboards Widget

Fuel the Hustle with Your Sales Performance Tracker!

1. Pick Your Timeframe ⏱️

Select a month or period from the dropdown to see how the team's rocking it.

preview
preview

2. Spot the Stars 🏅

  • Top Sales Person: Crushing it with the highest net product revenue.

  • Protection Plan Leader: Maximizing profits with plan sales.

3. Compare Performance🎖️

Fire up some friendly competition! Use the leaderboard to show off individual wins and see who’s leading the pack. Who’s ready to claim the top spot?


Cut Right to the Video! 📹

CLICK HERE!!!!

🔧 Management Tools, Sales KPI, & Commission Dashboard

Unlock Powerful Insights to Drive Your Success!

🛠️ Management Tools

  • Dive into key areas like Retuned Inventory, Damage Reports, and Instant Rebates—just click the tiles for detailed insights.

  • Prioritize your focus on “Need Attention” items to tackle challenges head-on.

  • "Need Attention" in Returned Inventory: 🚨 Pending alert! These are returned orders waiting for your magic touch to get resolved.

  • "Need Attention" in Damage Reports: 🔧 Open cases ahead! Damaged package reports that need your swift action to save the day.

  • "Need Attention" in Instant Rebate: 🛍️ Heads up! These are customers who haven't already snagged their discounts and might need a follow-up.

Click any tile you want!

The detailed insight will appear like this:

📊 Sales KPIs

  • Keep tabs on your Number of Quotes and Orders to stay on track.

  • Compare Protection Plan Attachments with peers and step up your game using the “Watch Video” button.

  • Optimize your strategy by monitoring your Average Order Value for better results.

💵 My Commission Dashboard

  • Select a date range to view your total revenue and profit.

  • Track your profit percentage and align with your personal and team goals.

You can also hide the numbers if you want!

Did this answer your question?